Integrated login prerequisites

Use the following checklist as guidelines to configure IBM® Planning Analytics components for integrated login.

  1. Complete the installation of the IBM TM1® Server and make sure that you are able to run and log in to it.
  2. Run the ETLDAP Utility to extract the user and group login data from your LDAP directory and load that data into the TM1 security cube. ETLDAP creates TM1 users from the LDAP data that you specify. These users are members of the same group to which they were assigned in your LDAP directory.

    For more information, see Running ETLDAP.

  3. Configure the TM1 Server and client components to use integrated login.
    Table 1. Integrated login configuration for Planning Analytics components

    Component

    Configuration
    TM1 Server

    Configure the integrated login parameters in the tm1s.cfg file for any TM1 database that you want to use with integrated login.

    For more information, see Configure integrated login for the IBM TM1 Server.
    IBM Planning Analytics Workspace Local

    Configure the URIs that point to the authentication servers.

    For more information, see Connect to TM1 and authentication servers.
    IBM Planning Analytics for Microsoft Excel

    Configure files the IBM® Cognos® Analytics Gateway installation location and enable single sign-on configuration settings.

    For more information, see Configure Planning Analytics for Microsoft Excel single sign-on.
    TM1 Web

    Configure parameters in the tm1web_config.xml file that enable integrated login.

    For more information, see Configure integrated login for TM1 Web and Enable web browsers for integrated login.
  4. Set access permissions for TM1 users.

    For more information, see Configure access rights for Cognos TM1 users.